Verdence Capital Advisors’s Western Digital WDC Stock Holding History

Verdence Capital Advisors’s Portfolio WDC Stock Details WDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$439K	Sell	1,623 -47	-3%	-$12.3K	0.03%	451
2025 Q4	$288K	Sell	1,670 -2	-0.1%	-$303	0.02%	544
2025 Q3	$212K	Buy	+1,672	New	+$137K	0.01%	660
2020 Q2	–	Sell	-31,106	Closed	-$979K	–	367
2020 Q1	$979K	Buy	31,106 +13,256	+74%	+$587K	0.29%	98
2019 Q4	$856K	Sell	17,850 -10,425	-37%	-$435K	0.21%	117
2019 Q3	$1.27M	Buy	28,275 +3,350	+13%	+$143K	0.36%	81
2019 Q2	$896K	Buy	24,925 +1,992	+9%	+$68.3K	0.26%	112
2019 Q1	$833K	Buy	22,933 +7,849	+52%	+$269K	0.23%	117
2018 Q4	$421K	Buy	15,084 +3,275	+28%	+$116K	0.12%	160
2018 Q3	$523K	Buy	11,809 +4,155	+54%	+$210K	0.13%	162
2018 Q2	$448K	Buy	7,654 +2,927	+62%	+$186K	0.11%	177
2018 Q1	$330K	Buy	+4,727	New	+$318K	0.08%	211

Other funds holding WDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Verdence Capital Advisors's WDC Position: Q1 2026 in Review

Verdence Capital Advisors reduced its Western Digital (WDC) stake by 2.8% in Q1 2026, selling an estimated $12.3K and leaving 1,623 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #451.

Verdence Capital Advisors first reported a position in WDC in Q1 2018 and has held it in 12 quarters since. The position peaked at $1.27M in Q3 2019. 1,406 funds tracked by Wall St. Rank hold WDC as of Q1 2026.

Verdence Capital Advisors held 1,623 shares of Western Digital worth $439K as of Q1 2026.
Verdence Capital Advisors sold 47 Western Digital shares in Q1 2026, an estimated $12.3K.
Western Digital made up 0.03% of Verdence Capital Advisors's portfolio in Q1 2026, its #451 holding.
Verdence Capital Advisors first reported a position in Western Digital in Q1 2018 and has held it in 12 quarters since.
Verdence Capital Advisors's Western Digital position peaked at $1.27M in Q3 2019.
1,406 funds tracked by Wall St. Rank held Western Digital as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.